QIG
WisdomTree U.S. Corporate Bond Fund
14 hedge funds and large institutions have $74.4M invested in WisdomTree U.S. Corporate Bond Fund in 2020 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 0 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
14
Holders Change
+4
Holders Change %
+40%
% of All Funds
0.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
5
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$13.5M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$4.27M |
| 3 |
LPL Financial
San Diego,
California
|
+$4.14M |
| 4 |
Jane Street
New York
|
+$1.75M |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
+$211K |
Top Sellers
| 1 |
Citadel Advisors
Miami,
Florida
|
-$203K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
AWM
1
AE Wealth Management
Topeka,
Kansas
| $36.5M | +$13.5M | +241,713 | +59% |
|
|
SS
2
Simplicity Solutions
Minneapolis,
Minnesota
| $27.3M | +$4.27M | +76,290 | +19% |
|
|
3
LPL Financial
San Diego,
California
| $5.34M | +$4.14M | +74,090 | +346% |
|
|
4
Citadel Advisors
Miami,
Florida
| $2.02M | -$203K | -3,625 | -9% |
|
|
5
Jane Street
New York
| $1.75M | +$1.75M | +31,337 | New |
|
6
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $512K | – | – | – |
|
|
PAG
7
Private Advisor Group
Morristown,
New Jersey
| $392K | +$19.6K | +351 | +5% |
|
|
IA
8
IFP Advisors
Tampa,
Florida
| $211K | +$211K | +3,795 | New |
|
|
PA
9
Perennial Advisors
New York
| $115K | +$115K | +2,050 | New |
|
|
NC
10
NewSquare Capital
Newtown Square,
Pennsylvania
| $105K | +$48.9K | +870 | +87% |
|
11
Osaic Holdings
Scottsdale,
Arizona
| $104K | – | – | – |
|
12
UBS Group
Zurich,
Switzerland
| $51K | +$51K | +912 | New |
|
|
LAS
13
Lloyd Advisory Services
Suwanee,
Georgia
| $14K | – | – | – |
|